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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,376 | $106,005-81.7% | $92,239-79.0% | $147,585-86.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 12.79% | 50.05%-37.3pp | 176.29%-163.5pp | 578.58%-565.8pp |
| Employer contribution / active EE | $912 | $4,333-78.9% | $3,680-75.2% | $4,876-81.3% |
| Participant deferral / active EE | $972 | $4,478-78.3% | $3,897-75.0% | $5,439-82.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |